Berger Financial Group, Inc Invesco ETF Tr Ii S&P Midcap L Transaction History

Berger Financial Group, Inc

$1.22 Billion
Q4 2024

A detailed history of Berger Financial Group, Inc transactions in Invesco ETF Tr Ii S&P Midcap L stock. As of the latest transaction made, Berger Financial Group, Inc holds 3,559 shares of XMLV stock, worth $219,839. This represents 0.02% of its overall portfolio holdings.

Number of Shares

3,559

Previous 3,556 0.08%

Holding current value

$219,839

Previous $217,000 0.46%

% of portfolio

0.02%

Previous 0.02%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$60.51 - $65.57 $181 - $196	3 Added 0.08%	3,559 $216,000
Q3 2024 Nov 12, 2024	SELL	$54.31 - $61.04 $15,858 - $17,823	-292 Reduced 7.59%	3,556 $217,000
Q2 2024 Aug 14, 2024	SELL	$53.37 - $56.94 $2,508 - $2,676	-47 Reduced 1.21%	3,848 $212,000
Q1 2024 Apr 16, 2024	BUY	$52.35 - $56.4 $203,903 - $219,678	3,895 New	3,895 $219,000
Q1 2021 May 12, 2021	SELL	$47.42 - $52.93 $1.11 Million - $1.24 Million	-23,436 Closed	0 $0
Q4 2020 Feb 02, 2021	BUY	$41.61 - $48.12 $975,171 - $1.13 Million	23,436 New	23,436 $1.13 Million

Others Institutions Holding XMLV

# of Institutions

217

Shares Held

7.29M

Call Options Held

Put Options Held

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About INVESCO ETF TR II S&P MIDCAP L

Ticker XMLV
Sector ETFs
Industry ETFs

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Berger Financial Group, Inc Invesco ETF Tr Ii S&P Midcap L Transaction History